Mon August 22, 2022
Mon August 15, 2022
Thu August 11, 2022
Thu August 11, 2022
Thu July 7, 2022
Tue May 31, 2022
Fri October 29, 2021
Sun August 9, 2020
Sun April 12, 2020
Sat September 14, 2019
Camp Kotok: Sundering Reality Tunnels by Dave Nadig - Aug 22, 2022
We skipped 2020 for obvious reasons and reconvened last year in smaller groups with significant COVID protocols, and it was great. In my writeup from last year, entitled The Ghost Boat, I commented that the vibe was “We don’t know anything,” and a lot of the discussion was about how labor would respond coming out of the pandemic. Well, I think we have a lot of the answers now — labor is tight, wages are up, and unions are resurgent. Labor was enough of a topic that I’m also publishing a discussion with Barry Ritholtz and Sam Rines tomorrow, which, if you want to skip the “soft stuff,” serves as my “economist” recap of the event.
But none of the “hardcore” finance mattered that much to me this year. Personally, I was focused on the increasingly narrow perceptions of “the real world” that I keep running into.
Many folks are writing about this — whether it’s political partisanship, science-in-silos, how modern medicine is performed, the crypto ecosystem, pandemic isolationism, it’s not a new idea that we are what we eat intellectually and that our diet has narrowed in the last few years. Not me, of course! I’m special and different! I read widely; I have friends and colleagues with wildly different backgrounds and perspectives; I try to keep an open mind.
But of course, I’m wrong.
Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.
Follow this link to go directly to our collection of video interviews, panels, and more: Camp Kotok on YouTube
Also, check out the Global Interdependence Center's Camp Kotok page: https://www.interdependence.org/resourcesroom/camp-kotok/
Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.